XTEN vs. IUSB
Compare and contrast key facts about Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and iShares Core Universal USD Bond ETF (IUSB).
XTEN and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTEN is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 10 Year Target Duration Index. It was launched on Sep 13, 2022. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014. Both XTEN and IUSB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XTEN vs. IUSB - Performance Comparison
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XTEN vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XTEN Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF | -0.11% | 7.37% | -2.15% | 4.00% | -2.94% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.23% | -0.73% |
Returns By Period
In the year-to-date period, XTEN achieves a -0.11% return, which is significantly lower than IUSB's -0.07% return.
XTEN
- 1D
- 0.17%
- 1M
- -3.09%
- YTD
- -0.11%
- 6M
- 0.41%
- 1Y
- 2.68%
- 3Y*
- 1.32%
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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XTEN vs. IUSB - Expense Ratio Comparison
XTEN has a 0.08% expense ratio, which is higher than IUSB's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XTEN vs. IUSB — Risk / Return Rank
XTEN
IUSB
XTEN vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and iShares Core Universal USD Bond ETF (IUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| XTEN | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.11 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.56 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 1.92 | -1.32 |
Martin ratioReturn relative to average drawdown | 1.45 | 5.96 | -4.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XTEN | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.11 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.46 | -0.29 |
Correlation
The correlation between XTEN and IUSB is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XTEN vs. IUSB - Dividend Comparison
XTEN's dividend yield for the trailing twelve months is around 4.22%, which matches IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTEN Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF | 4.22% | 4.05% | 4.21% | 3.71% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
XTEN vs. IUSB - Drawdown Comparison
The maximum XTEN drawdown since its inception was -13.86%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for XTEN and IUSB.
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Drawdown Indicators
| XTEN | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.86% | -17.90% | +4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -5.27% | -2.49% | -2.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -3.09% | -1.81% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -4.07% | -3.62% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 0.80% | +1.36% |
Volatility
XTEN vs. IUSB - Volatility Comparison
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) has a higher volatility of 2.54% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.62%. This indicates that XTEN's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XTEN | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.54% | 1.62% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 4.29% | 2.41% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.15% | 4.13% | +3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.70% | 5.77% | +3.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.70% | 5.03% | +4.67% |